Kurtis Kersey, financial advisor Cincinnati OH
93 score

Kurtis Kersey

CRD Number: 5974714
Current Firm: Northwestern Mutual Investment Services,llc

Kurtis Kersey (CRD# 5974714) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2012 - Current 4
Northwestern Mutual Investment Services, LLC Cincinnati, OH Jul 2012 - Current 4
Northwestern Mutual Investment Services, LLC Cincinnati, OH Aug 2014 - Mar 2016 1
Northwestern Mutual Life Insurance Company Cincinnati, OH Oct 2011 - Jul 2012 < 1
Xavier University Cincinnati, OH Aug 2009 - May 2012 2
Xavier Learning Center Cincinnati, OH Aug 2010 - Dec 2011 1
Montgomery Inn Cincinnati, OH Jan 2010 - Apr 2010 < 1
Starbucks Cincinnati, OH Sep 2009 - Oct 2009 < 1
Back2back Ministries Monterrey, Mar 2009 - Aug 2009 < 1
Brickman Landscaping Monroe, OH Jan 2009 - Jul 2009 < 1
Auburn University Auburn, AL Aug 2008 - Jan 2009 < 1
Back2back Ministries Monterrey, May 2008 - Aug 2008 < 1
Cincinnati Hills Christian Academy Cincinnati, OH Aug 2001 - May 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
Contact Info for Kurtis J. Kersey
Phone Number: 866-664-7737
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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